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Member, Chief Compliance Officer · Amerity Wealth Management, LLC

Dawn M. Bond

CRD 2314167 · Named on Form ADV at one SEC-registered adviser

At a glance

Amerity Wealth Management, LLC, an SEC-registered wealth manager based in Lakeland, FL with $339 million in regulatory assets, lists Dawn M. Bond on its Form ADV as Member, Chief Compliance Officer, a control person.

Firms and roles

AtlasMembers

Dawn’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Dawn’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.